July 06, 2020
We hope you all had a wonderful 4th of July! I certainly did, despite being unable to take my mind off the markets for any extended period of time. I wanted to take today’s update as a chance to explore a couple of major market...
June 30, 2020
We’ve talked many times about whether the glass is half full or half empty. Of course, it usually depends on your general outlook and disposition, as well as what industries you are viewing. Big corporations that haven’t...
June 22, 2020
We have talked about valuations in the past. What you pay for something matters, especially when you rely on that something to provide future growth. Given all that we’ve been through over the past few months, I thought it would...
